RESEARCH |
2016
PLANADVISER Defined Contribution Investment Only (DCIO) Survey
Reported by PLANADVISER
Providers
MFS Investment Management
| TOTAL DCIO ASSETS ($MM) | |
|---|---|
| Q1 2016 | $51,923 |
| Year ending 12/31/2015 | $50,179 |
| Year ending 12/31/2014 | $51,880 |
| Total DCIO funds | 65 |
| TOP DCIO FUND | |
|---|---|
| Fund name | MFS Value |
| Fund assets ($MM) | $12,468 |
| Portfolio manager | S. Gorham |
| Start date | 2002 |
| Number of TDF series | 1 |
| DCIO ASSET BREAKDOWN (does not include “other” categories) | |
|---|---|
| Mutual funds | 82% |
| Collectives | 7% |
| Separate accounts | 12% |
| Stocks | 81% |
| Bonds (excluding stable value) | 2% |
| Stable value/Money market | 0% |
| Asset allocation (target-date, target-risk, balanced) | 12% |
| % Active/Passive | 100/0 |
| ADVISER SUPPORT/SERVICES | |
|---|---|
| Salespeople focused on advisers | 9 |
| Salespeople focused on institutional | 3 |
| Compliance support | |
| Plan benchmarking | |
| Target-date evaluation tools | |
| # OF RECORDKEEPER SELLING AGREEMENTS | 50 |
|---|
| NA = Not availabe |